Sinica Podcast

Brookings' Patricia Kim Takes Stock of Trump's Second-Term China Policy

4 snips
Feb 11, 2026
Patricia Kim, a Brookings fellow studying U.S. policy toward China and the Asia-Pacific, brings data-driven analysis to heated debates. She examines Trump's surprisingly consistent China aims, the limits of reindustrialization and tariffs, technology and AI competition, supply-chain de-risking, and the erosion of diplomatic and military ties. Short, sharp takes that cut through rhetoric to what is actually happening.
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INSIGHT

Consistency Without A Formal Strategy

  • The Trump administration lacks a single formal China strategy but maintains consistent objectives like reindustrialization and tech leadership.
  • These goals mirror bipartisan priorities, differing mainly in tools and execution rather than ends.
INSIGHT

Tariffs Without A Manufacturing Boom

  • Tariffs dominate the administration's industrial policy but measurable manufacturing revival is absent in core indicators.
  • Manufacturing employment fell and construction plateaued, undermining claims of a U.S. manufacturing resurgence.
INSIGHT

Policy Volatility Undermines Reshoring

  • Tariff volatility and policy uncertainty deter long-term factory investment and push firms to delay or relocate plans.
  • Firms face higher input costs and unpredictable rules, so many scale back or seek alternatives outside the U.S.
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